Sitemap - 2025 - The Peg
Stablecoins, scarce reserves, and the end of intraday liquidity complacency
LONG READ: The untold story of how crypto's hottest derivative came to be
Opinion: The pathway to stable eurodollars includes interest
The man with the shadow bullion bank
The Peg’s festive dinner debate
The Weekly Peg: Making seigniorage great again
The Weekly Peg: An academical deluge
The Weekly Peg: If the mountain won't come to JPM, let JPM come to the mountain
Chart of the day: What are stablecoins really made of?
The Weekly Peg: World wakes up to the 'dollarization by stablecoin' effect
Join my new stablecoin subscriber chat
The Weekly Peg: The Lugano download (3/3)
The Weekly Peg: The end of usury? (2/3)
The Weekly Peg: Stablecoin crackdowns (1/3)
From stablecoins to 'stabilization fund-like mechanisms'
The Weekly Peg: Regulators strike back
Unstablecoins: Why the silver squeeze hints at a dollar liquidity shortage
Analysis: The great Ethena de-pegging (or not?)
Crypto bloodbath: the stablecoin fallout
The Weekly Peg: Delta-one strategies are go
Stablecoins as stablization programs for the West
The Weekly Peg (3/3): Jack Ma says 'I told you so'
The Weekly Peg (2/3): Let a thousand stablecoins bloom
The Weekly Peg (1/3): Singapore hangover
Why 'perps' could be the next big thing after stablecoins
The Weekly Peg: Gearing up for Token2049
The battle to dominate stablecoin custody and management
The Weekly Peg: Everyone's worrying about limits
The Weekly Peg (2/2): Yield wars
Repost: The coming dollar superstructure
Cash Equivalence is out of stealth!
The Weekley Peg: The Fed's anti-narrow bank agenda
The Weekly Peg: Back to school
The Daily Peg: Imitation is flattery
The Daily Peg: The lonely mountain
The Daily Peg: Academic dispositions